09/16/2020
Refinitiv expands its digital capabilities for Wealth Managers
Refinitiv continues its commitment to the Wealth Management industry with the launch of Refinitiv Digital Investor.
FinTech
09/16/2020
What Family Offices Should Consider When Investing In Digital Assets Such As Cryptocurrencies
Bitcoin, whose value increased from zero to $10,000 in the last 10 years, along with other cryptocurrencies, can generate yields between 7% to 12% through open finance products
09/16/2020
Oppenheimer announces new strategic alliance with InvestCloud
Oppenheimer's New Advisor-Client Portal Powered by InvestCloud to Deliver Comprehensive and Seamless Digital Client Onboarding and Relationship Management Experience
09/15/2020
Razer Fintech and Franklin Templeton to Offer Digital Wealth Management Services to Millennials in Singapore and other Asian Countries
Both companies said that customers will be able to access various digital wealth offerings, which will feature multi-asset solutions across both theme-centered and goals-focused investment portfolios.
09/15/2020
Contemi Solutions Wins Best Corporate Actions Module Award for Second Year in a Row
An examination of the key features of the preferred investment vehicle for many Japanese investors.
09/15/2020
GAM puts faith in digital tech
The post-coronavirus world is a powerful opportunity for the disruptive technology asset class, says GAM Investments.
09/15/2020
Tareno strikes distribution deal with German firm
The fund, which was launched in 2007, invests in long-term developments such as population growth, climate change, urbanisation and the technological evolution.
09/15/2020
SS&C GlobeOp Hedge Fund Performance Index
Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 0.34% in September.
09/14/2020
Contemi Wins 'Best Corporate Actions Module' Award for the Second Year in a Row
This award is also consistent with the industry recognising the importance of interaction between investors, their decision makers and those processing the events in the back office.
09/14/2020
Objectway Wealthtech Suite Crowned "Best Wealth Management System" for the Second Consecutive Year
The long established Goodacre Systems in the City Financial Technology Awards took place online this year with the participation of representatives from all leading financial services firms.
09/14/2020
Wealthtech Spending to Reach US$24B Annually by 2023
COVID-19 is Redefining the Tech Investment Roadmap, Source: Wealth Management Technology Forecast 2020-2023, Celent, August 2020
09/14/2020
Conbrio Fund Partners Selects SS&C for Global Investor & Distribution Solutions
SS&C will provide full-service support for U.K. fund range with GBP1.5 billion under management
09/11/2020
Swiss Bank Goes on the Token Offensive
Most Swiss banks including UBS are flirting with tokenizing assets
09/11/2020
Open finance: Open for new services
The term “open banking” does little to promote the benefits of an open ecosystem for banking customers; after all, customers should not only be able to access all their accounts via a single application, but also use third-party services.
09/11/2020
Credit Suisse To Launch Digital Banking App
As part of its entree into digital banking, Credit Suisse said it will close 25 percent of its branches in a cost-cutting move while at the same time working to bring younger customers into its network.
09/11/2020
China leading the move to a digital currency
CBDCs would keep central banks in control of the amount of currency in circulation and ensure the stability of the financial and payments system as a whole.
09/11/2020
COVID-19 is accelerating private banking’s digital evolution
The pandemic has challenged this more conservative mindset.
09/10/2020
RIA in a Box's MyRIACompliance Integrates with the SEI Wealth Platform
vAutomates data entry and provides real-time tracking of registration needs to address regulatory requirements
09/10/2020
Synechron and InvestSuite partner up
This partnership addresses the demand for cutting-edge AI-enabled investing capabilities and enables financial services firms to better differentiate themselves.
09/10/2020
Crealogix and IBM collaborate to help banks accelerate digital transformation
With a total of 150 years of experience between them, two industry leaders in the banking industry are helping their customers take advantage of the latest developments in user experience design, innovation and cloud technologies.